Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,356 | $86,922+193.8% | $102,438+149.3% | $80,874+215.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.65% | 18.90%-8.2pp | 29.37%-18.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $4,507 | $2,369+90.2% | $3,024+49.1% | $2,756+63.6% |
| Participant deferral / active EE | $10,233 | $4,119+148.5% | $5,054+102.5% | $4,297+138.2% |
| Admin fee / account holder | $96,774 | $8,050+1102.2% | $9,448+924.3% | $6,935+1295.4% |